Intake/Interview & Quality Review Sheets

OMB 1545-1964

The SPEC function developed the Form 13614-C, Intake/Interview & Quality Review Sheet that contains a standardized list of required intake and quality review questions to guide volunteers in asking taxpayers basic questions about themselves and conducting a quality review of the completed return. The intake/interview and quality review sheet is an effective tool for ensuring critical taxpayer information is obtained and applied during the interview and completion of the tax return process. In addition to English and Spanish, the form has been translated and is made available in 9 additional languages: Arabic, Chinese Traditional and Simplified, Creole (French), Korean, Polish, Portuguese, Tagalog, and Vietnamese.

The latest form for Intake/Interview & Quality Review Sheets expires 2022-09-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form Form 13614-NR Nonresident Alien Intake and Interview Sheet Form
Form 13614-C Intake/Interview and Quality Review Sheet Form
Form 13614-C (SP) Intake/Interview & Quality Review Sheet - Spanish Form
1545-1964 Supporting Statement.docx Supporting Statement A
Nonresident Alien Intake and Interview Sheet Form
Intake/Interview and Quality Review Sheet Form
Intake/Interview & Quality Review Sheet - Spanish Form

All Historical Document Collections

202209-1545-008 Approved without change	Extension without change of a currently approved collection	2022-09-29
202004-1545-016 Approved without change	Revision of a currently approved collection	2020-06-29
201701-1545-009 Approved without change	Extension without change of a currently approved collection	2017-02-27
201603-1545-009 Approved without change	Revision of a currently approved collection	2016-03-30
201301-1545-028 Approved without change	Extension without change of a currently approved collection	2013-01-31
200911-1545-015 Approved without change	Revision of a currently approved collection	2009-11-17
200905-1545-005 Approved without change	Reinstatement with change of a previously approved collection	2009-05-15
200604-1545-029 Approved without change	Reinstatement without change of a previously approved collection	2006-04-12
200601-1545-002 Approved without change	Extension without change of a currently approved collection	2006-01-05
200509-1545-010 Approved without change	New collection (Request for a new OMB Control Number)	2005-09-19

OMB Details

Intake/Interview and Quality Review Sheet (English & 9 Translations)

Federal Enterprise Architecture: General Government - Taxation Management

Form 13614-C (VN)	Intake/Interview & Quality Review Sheet - Vietnamese	Fillable Printable	Form
Form 13614-C (PL)	Intake/Interview & Quality Review Sheet - Polish	Fillable Printable	Form
Form 13614-C (TL)	Intake/Interview & Quality Review Sheet - Tagalog	Fillable Printable	Form
Form 13614-C (CN Traditional)	Intake/Interview & Quality Review Sheet - Chinese Traditional	Fillable Printable	Form
Form 13614-C (CN Simplified)	Intake/Interview & Quality Review Sheet - Chinese (Simplified)	Fillable Printable	Form
Form 13614-C (AR)	Intake/Interview & Quality Review Sheet - Arabic	Fillable Printable	Form
Form 13614-C	Intake/Interview & Quality Review Sheet	Fillable Printable	Form
Form 13614-C (HT)	Intake/Interview & Quality Review Sheet - Creole French	Fillable Printable	Form
Form 13614-C (KR)	Intake/Interview & Quality Review Sheet - Korean	Fillable Printable	Form
Form 13614-C (PT)	Intake/Interview & Quality Review Sheet - (Portuguese)	Fillable Printable	Form

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.